JG

Jefferies Group Portfolio holdings

AUM $3.42B
1-Year Est. Return 1.45%
This Quarter Est. Return
1 Year Est. Return
-1.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.75B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1 +$266M
2 +$142M
3 +$112M
4
UDR icon
UDR
UDR
+$96M
5
ZS icon
Zscaler
ZS
+$86.7M

Top Sells

1 +$159M
2 +$136M
3 +$41.7M
4
UNH icon
UnitedHealth
UNH
+$40M
5
FUTU icon
Futu Holdings
FUTU
+$39.4M

Sector Composition

1 Technology 18.15%
2 Real Estate 11.71%
3 Healthcare 9.65%
4 Consumer Discretionary 6.36%
5 Financials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$275K ﹤0.01%
+40
777
$275K ﹤0.01%
+8,097
778
$274K ﹤0.01%
+15,297
779
$274K ﹤0.01%
+7,074
780
$273K ﹤0.01%
+218,200
781
$270K ﹤0.01%
13,787
782
$270K ﹤0.01%
+701
783
$269K ﹤0.01%
+803
784
$269K ﹤0.01%
440,000
785
$267K ﹤0.01%
+12,700
786
$267K ﹤0.01%
500
-7,500
787
$266K ﹤0.01%
12,500
-48,500
788
$263K ﹤0.01%
+10,000
789
$263K ﹤0.01%
+250,000
790
$262K ﹤0.01%
1,587
-26,739
791
$262K ﹤0.01%
25,000
792
$261K ﹤0.01%
23,662
793
$260K ﹤0.01%
150,000
-40,871
794
$259K ﹤0.01%
+24,500
795
$258K ﹤0.01%
+3,786
796
$258K ﹤0.01%
9,769
-12,377
797
$255K ﹤0.01%
738
-1,076
798
$255K ﹤0.01%
+1,238
799
$254K ﹤0.01%
25,000
800
$253K ﹤0.01%
1,301
-104